HubSpot Sync

HubSpot® synchronization is used to ensure that the CRM and HubSpot have the same information. Synchronziation can be bi-directional or in a single direction.

PortalID, ClientID and Secret Key are specified manually, but the token fields are populated using the Authorization process. The Refresh Token button is rarely used, but is helpful when testing. The CRM will automatically refresh the token as necessary.

Field

Description

Enabled

Flag to enable or disable synchronization.

Verbose Status

When checked, verbose messages are logged with each event.

HubSpot PortalID

The Portal ID comes from the HubSpot web site. It can be found in the upper right corner of the page.

HubSpot ClientID

This value comes from the HubSpot Developer API site. You can register your own app or you can contact SplendidCRM support and use our app.

HubSpot Access Token

This value is populated when you click the Authorize button.

HubSpot Secret Key

This value comes from the HubSpot Developer API site. You can register your own app or you can contact SplendidCRM support and use our app.

HubSpot Refresh Token

This value is populated when you click the Authorize button.

OAuth Access Token Expires

This value is populated when you click the Authorize button.

Direction

The direction of synchronization. (bi-directional, to crm only, from crm only)

Conflict Resolution

The winning location when a conflict is encountered. (remote, local)

Sync Modules

The CRM can synchronize Leads to HubSpot Contacts or Contacts and Accounts to HubSpot Contacts and Companies.